See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,085 | $99,957+10.1% | $149,696-26.5% | $73,488+49.8% |
| Participation rate | 94.1% | 75.7%+18.4pp | 82.5%+11.6pp | 70.7%+23.4pp |
| Annual return | 16.97% | 53.87%-36.9pp | 276.60%-259.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $4,761 | $3,191+49.2% | $4,644+2.5% | $2,270+109.7% |
| Participant deferral / active EE | $12,967 | $6,073+113.5% | $6,842+89.5% | $3,740+246.8% |
| Admin fee / account holder | $8,371 | $551+1420.0% | $9,309-10.1% | $513+1531.5% |